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Centurion Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Centurion Wealth Management’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.89M Buy
78,255
+4,755
+6% +$115K 0.45% 56
2026
Q1 		$1.78M Buy
73,500
+12,000
+20% +$292K 0.4% 64
2025
Q4 		$1.5M Buy
61,500
+3,000
+5% +$73.1K 0.33% 68
2025
Q3 		$1.43M Buy
+58,500
New +$1.42M 0.33% 69

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Centurion Wealth Management's SCHO Position: Q2 2026 in Review

Centurion Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 6.5% in Q2 2026, buying an estimated $115K and bringing the position to 78,255 shares worth $1.89M. The position accounts for 0.45% of the portfolio, ranked #56.

Centurion Wealth Management first reported a position in SCHO in Q3 2025 and has held it in 4 quarters since. 136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Centurion Wealth Management held 78,255 shares of Schwab Short-Term US Treasury ETF worth $1.89M as of Q2 2026.
  • Centurion Wealth Management bought 4,755 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $115K.
  • Schwab Short-Term US Treasury ETF made up 0.45% of Centurion Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Centurion Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.